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WSR

Whitestone REIT
WSR

126 hedge funds and large institutions have $250M invested in Whitestone REIT in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $647K | Put options by funds: $181K

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

16% more capital invested

Capital invested by funds: $215M → $250M (+$35M)

9% more funds holding

Funds holding: 116126 (+10)

2.42% less ownership

Funds ownership: 52.72%50.3% (-2.4%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
45
Reduced
31
Closed
11
Calls
$647K
Puts
$181K
Net Calls
+$466K
Net Calls Change
-$174K
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
76
Louisiana State Employees Retirement System
Louisiana
$222K +$4.61K +400 +2%
FRM
77
Fox Run Management
Connecticut
$220K +$203K +17,597 New
SG Americas Securities
78
SG Americas Securities
New York
$213K +$197K +17,071 New
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$207K
BA
80
Boston Advisors
Massachusetts
$200K +$185K +16,060 New
Mackenzie Financial
81
Mackenzie Financial
Ontario, Canada
$187K
IAA
82
Independent Advisor Alliance
North Carolina
$185K +$50.8K +4,402 +42%
Barclays
83
Barclays
United Kingdom
$180K +$32.1K +2,781 +24%
Connor, Clark & Lunn Investment Management (CC&L)
84
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$176K +$163K +14,100 New
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$174K +$323 +28 +0.2%
SOADOR
86
State of Alaska Department of Revenue
Alaska
$162K +$4.5K +390 +3%
TRSOTSOK
87
Teachers Retirement System of the State of Kentucky
Kentucky
$154K
CHAM
88
Clear Harbor Asset Management
Connecticut
$149K +$138K +11,965 New
MSA
89
Mason Street Advisors
Wisconsin
$143K +$7.05K +611 +6%
FIM
90
Foresters Investment Management
New York
$135K
SCM
91
Schnieders Capital Management
California
$134K
CIA
92
Capital Investment Advisors
Georgia
$131K -$11.5K -1,000 -9%
GC
93
Guggenheim Capital
Illinois
$126K -$72.7K -6,300 -38%
PIA
94
Piedmont Investment Advisors
North Carolina
$115K +$107K +9,245 New
Citigroup
95
Citigroup
New York
$113K -$64.2K -5,565 -38%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$94K -$288K -25,000 -77%
AG
97
Advisor Group
Arizona
$94K -$154K -13,393 -64%
AAMU
98
Amundi Asset Management US
Massachusetts
$90K -$3.46K -300 -4%
Schroder Investment Management Group
99
Schroder Investment Management Group
United Kingdom
$78K
Mitsubishi UFJ Asset Management
100
Mitsubishi UFJ Asset Management
Japan
$72K +$1.92K +166 +3%